0001518364-22-000003.txt : 20220506 0001518364-22-000003.hdr.sgml : 20220506 20220506152251 ACCESSION NUMBER: 0001518364-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220506 DATE AS OF CHANGE: 20220506 EFFECTIVENESS DATE: 20220506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Accredited Investors Inc. CENTRAL INDEX KEY: 0001518364 IRS NUMBER: 411581164 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14630 FILM NUMBER: 22900715 BUSINESS ADDRESS: STREET 1: 5200 WEST 73RD STREET CITY: EDINA STATE: MN ZIP: 55439 BUSINESS PHONE: 952-841-2222 MAIL ADDRESS: STREET 1: 5200 WEST 73RD STREET CITY: EDINA STATE: MN ZIP: 55439 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001518364 XXXXXXXX 03-31-2022 03-31-2022 Accredited Investors Inc.

5200 WEST 73RD STREET EDINA MN 55439

13F HOLDINGS REPORT 028-14630 N Jenna Holm 952-841-2235 Jenna Holm Eden Prairie MN 05-06-2022 0 180 1110560 false INFORMATION TABLE 2 accreditedinvestorsinc032022.xml ACCREDITED INVESTORS 1Q22 3M CO COM 88579Y101 2943 19769 SH SOLE 19138 0 631 ABBOTT LABS COM 002824100 1521 12855 SH SOLE 12825 0 30 ABBVIE INC COM 00287Y109 948 5850 SH SOLE 5850 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 438 1300 SH SOLE 1300 0 0 ADVANCED MICRO DEVICES INC COM 007903107 233 2129 SH SOLE 2129 0 0 ALLIANT ENERGY CORP COM 018802108 220 3526 SH SOLE 3526 0 0 ALPHABET INC CAP STK CL A 02079K305 951 342 SH SOLE 338 0 4 ALPHABET INC CAP STK CL C 02079K107 3369 1206 SH SOLE 1206 0 0 ALTRIA GROUP INC COM 02209S103 448 8568 SH SOLE 8568 0 0 AMAZON COM INC COM 023135106 4305 1321 SH SOLE 1317 0 4 AMERICAN EXPRESS CO COM 025816109 575 3075 SH SOLE 3070 0 5 AMERICAN TOWER CORP NEW COM 03027X100 291 1157 SH SOLE 1157 0 0 AMGEN INC COM 031162100 313 1295 SH SOLE 1295 0 0 AMPHENOL CORP NEW CL A 032095101 303 4026 SH SOLE 4026 0 0 ANALOG DEVICES INC COM 032654105 474 2871 SH SOLE 2871 0 0 ANTHEM INC COM 036752103 618 1258 SH SOLE 1258 0 0 AON PLC SHS CL A G0403H108 1364 4188 SH SOLE 4188 0 0 APPLE INC COM 037833100 40578 232394 SH SOLE 226975 0 5419 APPLIED MATLS INC COM 038222105 577 4380 SH SOLE 4380 0 0 AT&T INC COM 00206R102 487 20592 SH SOLE 19892 0 700 AUTOMATIC DATA PROCESSING IN COM 053015103 11650 51198 SH SOLE 51198 0 0 BALL CORP COM 058498106 228 2535 SH SOLE 2535 0 0 BANK NEW YORK MELLON CORP COM 064058100 523 10546 SH SOLE 10546 0 0 BAUSCH HEALTH COS INC COM 071734107 218 9520 SH SOLE 9520 0 0 BECTON DICKINSON & CO COM 075887109 453 1704 SH SOLE 1704 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4753 13469 SH SOLE 11589 0 1880 BILL COM HLDGS INC COM 090043100 425 1875 SH SOLE 1875 0 0 BK OF AMERICA CORP COM 060505104 959 23274 SH SOLE 22168 0 1106 BLOCK INC CL A 852234103 203 1499 SH SOLE 1479 0 20 BOEING CO COM 097023105 260 1356 SH SOLE 1356 0 0 BRIGHT HEALTH GROUP INC COM 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4014 ISHARES TR CORE US AGGBD ET 464287226 37151 346883 SH SOLE 341562 0 5321 ISHARES TR EAFE SML CP ETF 464288273 231 3476 SH SOLE 3476 0 0 ISHARES TR EAFE VALUE ETF 464288877 59908 1191959 SH SOLE 1133189 0 58770 ISHARES TR ESG ADV TTL USD 46436E619 206 4429 SH SOLE 4429 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 2461 33373 SH SOLE 29870 0 3503 ISHARES TR ESG AWARE MSCI 46435U663 10389 273095 SH SOLE 258651 0 14444 ISHARES TR ESG AWR US AGRGT 46435U549 5064 98066 SH SOLE 95294 0 2772 ISHARES TR ESG AWRE 1 5 YR 46435G243 1287 52243 SH SOLE 48783 0 3460 ISHARES TR ESG EAFE ETF 46436E759 1372 22495 SH SOLE 21738 0 757 ISHARES TR ESG MSCI USA ETF 46436E767 1489 41718 SH SOLE 40933 0 785 ISHARES TR INTL SEL DIV ETF 464288448 408 12854 SH SOLE 12854 0 0 ISHARES TR ISHARES SEMICDTR 464287523 423 893 SH SOLE 886 0 7 ISHARES TR MSCI AC ASIA ETF 464288182 11081 147681 SH SOLE 144461 0 3220 ISHARES TR MSCI EAFE ETF 464287465 46274 628719 SH SOLE 595838 0 32881 ISHARES TR MSCI KLD400 SOC 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